Add new Wealthbox CRM contacts to a VBOUT list for seamless management
Effortlessly manage your Wealthbox CRM contacts by adding them to your VBOUT Lists with this seamless workflow. Once set up, each time a new contact is added in Wealthbox CRM, the same contact will be added to a specified VBOUT List. This efficient process ensures your marketing and communication campaigns stay updated and relevant to your audience.
Effortlessly manage your Wealthbox CRM contacts by adding them to your VBOUT Lists with this seamless workflow. Once set up, each time a new contact is added in Wealthbox CRM, the same contact will be added to a specified VBOUT List. This efficient process ensures your marketing and communication campaigns stay updated and relevant to your audience.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Contact to List
Adds a contact to a specific email list.
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